Goal: monitor commercial or collection targets month by month.
Prerequisites
- target amount, period and owner.
- Your LeCRM workspace is active and you have the permissions required for the module.
- Your company settings are complete when the action affects quotes, invoices, VAT, ICE or payments.
Steps
- Sign in to your LeCRM workspace.
- Go to the relevant module from the left menu.
- Create a goal, choose the metric, assign it to a user or team and follow progress on the dashboard.
- Review the information before saving: names, dates, amounts in MAD, VAT rate, ICE and assigned user when applicable.
- Save the record, then send it, export it or schedule the next follow-up depending on the workflow.
Expected result
You have a clean, traceable record in LeCRM. The team can see the current status, the customer history and the next action to take.
Common mistakes
- Missing ICE, VAT rate or billing address on commercial documents.
- Saving a record without assigning an owner or next follow-up.
- Recreating information manually instead of converting the previous step, such as lead to customer or quote to invoice.
What to do next
Need help? Message the LeCRM team on WhatsApp. Support is available in French, Arabic and English.